Practice and client management

Teach clients to avoid the end-of-the-year rush to make the most of their donations.

The seven characteristics of a strong firm compensation plan.

A starter pack of 12 tasks to help accounting firm leaders work on their businesses, instead of just in them.

Everyone benefits from a well-thought-out plan, including staff and clients.

How about a “Christmas” letter about your practice, describing how you did professionally, what you wish you had done and what you now resolve to do next year?

Technology should be an ongoing part of your business.

For tax year 2018 filings, the IRS made a drastic change to the Form 1065, U.S. Return of Partnership Income, that went unnoticed by most practitioners.

Rea & Associates complete annual Help Can Hunger competition; KPM promotes six; and more CPA news.

There is considerable dysfunction in many smaller firms when it comes to management and corporate governance.

It’s no surprise that accounting professionals tend to be exacting about their work.

Today’s complex and highly integrated business environment often requires multiple stakeholders to take part in decision-making.

Tax pros share how they handle estimate-seekers and price shoppers.

As your client’s most trusted advisor, you probably spend a lot of time on their business balance sheet. But how much focus is dedicated to their personal balance sheet?

Sax LLP raises more than $106K through its annual charity run; Rosen, Sapperstein & Friedlander helps the YMCA of Central Maryland; and other charitable initiatives from firms across the country.

Brown Schultz Sheridan & Fritz hosts charitable mini-golf tournament; HLB unveils 2023 strategic vision; and more CPA news.

If your firm doesn't have a plan, you need to start working on it fast.

Accountants should be engaging more deeply with business owner clients’ succession plans.

The Top 100 Firm is acquiring Alexandria, Virginia-based Halt, Buzas & Powell.

The next wave of technology, powered by advanced automation and AI, will completely transform the complete expense process, streamlining workflows and integrating real-time data so that finance teams only need to focus on the issues that matter most.